See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,640 | $39,798+17.2% | $67,711-31.1% | $59,632-21.8% |
| Participation rate | 50.0% | 57.4%-7.4pp | 67.5%-17.5pp | 68.7%-18.7pp |
| Annual return | -0.86% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,817 | $1,393+30.4% | $2,559-29.0% | $2,203-17.5% |
| Participant deferral / active EE | $4,869 | $2,335+108.5% | $3,585+35.8% | $3,192+52.5% |
| Admin fee / account holder | $1,179 | $3,212-63.3% | $4,255-72.3% | $4,297-72.6% |